US · Healthcare · Healthcare Plans
EPS came in at 2.09 against a street estimate of 1.62 — a beat of 29.0%.
Analysts rate CVS Health Corp a strong buy (25 buy, 2 hold, 0 sell out of 27) with an average price target of $115.52.
CONFIDENT CVS beat Q2 expectations across all segments, raised 2026 EPS guidance by $0.60 to $7.90–$8.10, and signaled mid-teens CAGR through 2028. Aetna margin recovery accelerating; retail pharmacy strong. 2027 headwinds in 340B and PBM selling season flagged early. Q2 2026 No regional breakdown provided on call. Analysts pressed on 340B durability, PCW sustainability post-Rite Aid, and tech investment cadence. Management emphasized specialty pharmacy strength, pharmacist differentiation, and disciplined capital allocation over near-term earnings pressure. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.63% |
| Vanguard Capital Management, LLC | 6.51% |
| Capital World Investors | 5.86% |
| State Street Corp | 4.71% |
| Dodge & Cox | 3.91% |
| Wellington Management Company LLP | 2.64% |
| Geode Capital Management, LLC | 2.34% |
| FMR Inc | 2.26% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $108,399 million, up from $102,871 million in the third quarter of 2025. • Third-quarter operating | 2026-11-04 |
| Reg FD disclosure · Q4 2026 OTHER NOTABLE POINTS • CVS Health announced on November 4, 2026, that it intends to separate into two independent, publicly traded companies. • The | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue increased 5.4% year over year to $108.4 billion, from $102.9 billion. • GAAP diluted EPS was $1.68, co | 2026-11-04 |
| Board / officer change · Q3 2026 CVS HEALTH CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Report Date: August 13, 2026 (earliest event reported); filed August 17, 2026 • Company: CVS | 2026-08-17 |
| Quarterly report · Q2 2026 CVS HEALTH CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Six-month net income (attributable to CVS Health): $5,922 million vs. $2,800 millio | 2026-08-05 |
| Results announced · Q3 2026 CVS HEALTH CORPORATION - Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Second quarter total revenues: $106.1 billion, up 7.3% year-over-year • Second q | 2026-08-05 |
| Board / officer change · Q2 2026 CVS HEALTH CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 14, 2026 with 1,142,802,406 shares present (constituting a quor | 2026-05-18 |
| Quarterly report · Q1 2026 CVS HEALTH CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues: $100,426 million (Q1 2026) vs. $94,588 million (Q1 2025) — increase | 2026-05-06 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.67 / share ex-date Oct 22, 2026 · pay Nov 2, 2026 | 2026-10-22 |
| Dividend | $0.67 / share ex-date Jul 23, 2026 · pay Aug 3, 2026 | 2026-07-23 |
| Dividend | $0.67 / share ex-date Apr 23, 2026 · pay May 4, 2026 | 2026-04-23 |
| Dividend | $0.67 / share ex-date Jan 22, 2026 · pay Feb 2, 2026 | 2026-01-22 |
| Dividend | $0.67 / share ex-date Oct 23, 2025 · pay Nov 3, 2025 | 2025-10-23 |
| Announcement | Date |
|---|---|
| 2025 full-year guidance updated; 2026 full-year guidance provided CVS Health Corporation issued a press release on December 9, 2025, in connection with its 2025 Investor Day presentation. The company disclosed its strategic priorities and provided updated | 2025-12-09 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for CVS Health Corp — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.